+209.5%
GDXJ vs IP
+23.4%
+186.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -2.9% |
| 7D | +0.2% | -5.3% | +5.4% | +1.2% |
| 30D | +17.9% | -10.9% | +28.7% | +20.3% |
| 3M | +15.3% | +11.2% | +4.1% | +13.0% |
| 6M | -9.4% | -10.2% | +0.8% | -8.4% |
| YTD | +13.4% | -2.0% | +15.4% | +12.9% |
| 1Y | +59.7% | -19.1% | +78.8% | +63.2% |
| 3Y | +283.6% | +20.9% | +262.7% | +255.3% |
| 5Y | +217.6% | -17.8% | +235.4% | +209.1% |
| All | +209.5% | +23.4% | +186.1% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling